Where are you heading in life? That’s a question that many of us have been asking ourselves over the past year. If you know the answer, one thing’s for sure – having a solid financial foundation and ensuring your money is working as hard as possible for you and your loved-ones will really help.
The good news is, although your destination may be near or far, it’s easy to take the financial steps that can help get you there. As well as considering tax planning for the current tax year, it’s important to put in place strategies to minimise tax throughout the next tax year.
The majority of planning strategies have greatest effect if implemented before a tax year begins.
CF Wealth can provide advice to clients in both United Kingdom and Hong Kong. With offices and advisers regulated in both jurisdictions, we are ideally placed to advise clients with links to both countries. The advisers in Hong Kong are licensed by the Securities & Futures Commission and the Insurance Authority, and in the UK by the Financial Conduct Authority.
Our commitment to sustainability means that we are constantly striving to have an accountable social and environmental impact in everything we do.
Build, protect and develop a personalised wealth management plan.
Help improve your financial future with the right investment strategy.
We can navigate through the financial maze of expat tax and repatriation.
Conscientious investors may look at ways to grow their wealth and hold true to their values. Sustainable investing is about creating a portfolio of socially responsible investment choices that deliver a long-lasting, positive impact on the planet while offering financial returns. As a Partner Practice of St. James’s Place, we have access to a wide range of portfolios.
Environmental, social and governance (ESG) factors are at the cornerstone of sustainable investing. Talk to our experts about how we can help you achieve your goals for sustainable investing.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Tel: 020 8042 0156
116 Brompton Road,